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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,583 | $89,370+65.1% | $141,197+4.5% | $72,976+102.2% |
| Participation rate | 69.4% | 75.1%-5.7pp | 82.5%-13.0pp | 69.5%0pp |
| Annual return | 20.62% | 111.88%-91.3pp | 71.41%-50.8pp | 81.02%-60.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,874 | $5,419-47.0% | $6,710-57.2% | $3,608-20.3% |
| Admin fee / account holder | $14,759 | $5,957+147.8% | $10,265+43.8% | $5,124+188.0% |